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Paul Graham Mcdowell

ARBOR WEALTH MANAGEMENT, LLC·MIRAMAR BEACH, Florida
Clean recordARBOR WEALTH MANAGEMENT, LLC
13330 EMERALD COAST PARKWAY, MIRAMAR BEACH, FL 32550CRD# 5760840Firm CRD# 153640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Graham Mcdowell · MIRAMAR BEACH, FL
Registration
CRD #5760840 · ARBOR WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Graham Mcdowell is a registered financial advisor based in MIRAMAR BEACH, Florida, affiliated with ARBOR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ARBOR WEALTH MANAGEMENT, LLC
ARBOR WEALTH
AUM
$360M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ARBOR WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5760840
Firm CRD# 153640
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Graham Mcdowell offer?
Paul Graham Mcdowell specializes in Financial Planning, Investment Management. Contact their office in MIRAMAR BEACH, Florida for a consultation.
What are Paul Graham Mcdowell's credentials?
Paul Graham Mcdowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Graham Mcdowell located?
Paul Graham Mcdowell is based in MIRAMAR BEACH, Florida, working with ARBOR WEALTH MANAGEMENT, LLC. Their office serves clients in the MIRAMAR BEACH metropolitan area and surrounding communities.
How does Paul Graham Mcdowell charge for services?
Paul Graham Mcdowell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARBOR WEALTH MANAGEMENT, LLC?
ARBOR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARBOR WEALTH MANAGEMENT, LLC

Margaret Rose Mcdowell
MIRAMAR BEACH, FL
Andrew Kenneth Mcdowell
MIRAMAR BEACH, FL

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